BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $2.09B
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$169M
2 +$168M
3 +$165M
4
VPU icon
Vanguard Utilities ETF
VPU
+$129M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$127M

Sector Composition

1 Consumer Staples 0.05%
2 Technology 0.01%
3 Financials 0.01%
4 Consumer Discretionary 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
5
77
$0 ﹤0.01%
33
78
0
79
-30